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Equity Residential

653 hedge funds and large institutions have $31.1B invested in Equity Residential in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 225 increasing their positions, 204 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

12% more capital invested

Capital invested by funds: $27.7B → $31.1B (+$3.44B)

10% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 204

10% more funds holding

Funds holding: 595653 (+58)

0.32% more ownership

Funds ownership: 91.49%91.81% (+0.32%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

42% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $87.5M

Holders
653
Holders Change
+58
Holders Change %
+9.75%
% of All Funds
10.05%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
114
Increased
225
Reduced
204
Closed
50
Calls
$50.4M
Puts
$87.5M
Net Calls
-$37.2M
Net Calls Change
+$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
601
SOA Wealth Advisors
New York
$12K
APA
602
American Portfolios Advisors
New York
$11.5K +$2.32K +27 +27%
FPFS
603
First Personal Financial Services
North Carolina
$11K
TWA
604
TCI Wealth Advisors
Arizona
$11K
TWM
605
Tradition Wealth Management
Minnesota
$11K +$86 +1 +0.8%
MCM
606
MV Capital Management
Maryland
$11K +$688 +8 +7%
PAI
607
Pittenger & Anderson Inc
Nebraska
$11K +$10.5K +122 New
KFI
608
Key Financial Inc
Pennsylvania
$10K
TFO
609
Tarbox Family Office
California
$10K
BIA
610
Bell Investment Advisors
California
$10K +$1.55K +18 +19%
CWP
611
Concord Wealth Partners
Virginia
$10K +$9.03K +105 New
AIM
612
Anchor Investment Management
South Carolina
$9.05K
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$12.9K -150 -60%
CWC
614
Carolinas Wealth Consulting
North Carolina
$9K
TCOV
615
Trust Company of Vermont
Vermont
$9K +$8.6K +100 New
TAM
616
Tucker Asset Management
Colorado
$8.42K +$8K +93 New
ETC
617
Exchange Traded Concepts
Oklahoma
$7K
APC
618
Aspire Private Capital
North Carolina
$7K +$5.85K +68 +680%
Optiver Holding
619
Optiver Holding
Netherlands
$6K
NFG
620
Next Financial Group
Texas
$6K +$1.46K +17 +32%
RK
621
Rather & Kittrell
Tennessee
$6K +$5.76K +67 New
LF
622
Lee Financial
Texas
$6K +$6.02K +70 New
EWA
623
EverSource Wealth Advisors
Alabama
$6K +$6.11K +71 New
PCG
624
Private Capital Group
Connecticut
$5K -$946 -11 -18%
ATC
625
Adirondack Trust Company
New York
$5K